Long Focus Capital Management’s Bicycle Therapeutics BCYC Stock Holding History

Long Focus Capital Management’s Portfolio BCYC Stock Details BCYC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$14M	Hold	3,310,687	–	–	0.36%	57
2026 Q1	$15.4M	Buy	3,310,687 +1,677,596	+103%	+$9.59M	0.4%	57
2025 Q4	$11.6M	Buy	1,633,091 +214,396	+15%	+$1.58M	0.3%	68
2025 Q3	$11M	Buy	1,418,695 +101,402	+8%	+$765K	0.36%	61
2025 Q2	$9.16M	Buy	1,317,293 +23,540	+2%	+$188K	0.35%	62
2025 Q1	$11M	Buy	1,293,753 +750,661	+138%	+$8.85M	0.37%	54
2024 Q4	$7.6M	Buy	+543,092	New	+$11.6M	0.25%	62

Other funds holding BCYC

BBA

Baker Bros. Advisors New York $20B AUM 154.41% 1-Year Est. Return

FIS

FCPM III Services Naarden, Netherlands $750M AUM 127.27% 1-Year Est. Return

Armistice Capital New York $8.17B AUM 68.82% 1-Year Est. Return

Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

GSK plc London $602M AUM

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return

Qube Research & Technologies (QRT) London, United Kingdom $108B AUM 37.29% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Long Focus Capital Management's BCYC Position: Q2 2026 in Review

Long Focus Capital Management held its Bicycle Therapeutics (BCYC) position steady in Q2 2026 at 3,310,687 shares worth $14M. The position accounts for 0.36% of the portfolio, ranked #57.

Long Focus Capital Management first reported a position in BCYC in Q4 2024 and has held it in 7 quarters since. The position peaked at $15.4M in Q1 2026. 104 funds tracked by Wall St. Rank hold BCYC as of Q2 2026.

Long Focus Capital Management held 3,310,687 shares of Bicycle Therapeutics worth $14M as of Q2 2026.
Long Focus Capital Management left its Bicycle Therapeutics share count unchanged in Q2 2026.
Bicycle Therapeutics made up 0.36% of Long Focus Capital Management's portfolio in Q2 2026, its #57 holding.
Long Focus Capital Management first reported a position in Bicycle Therapeutics in Q4 2024 and has held it in 7 quarters since.
Long Focus Capital Management's Bicycle Therapeutics position peaked at $15.4M in Q1 2026.
104 funds tracked by Wall St. Rank held Bicycle Therapeutics as of Q2 2026.

Based on Long Focus Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.